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  1. 6 nov. 2025, 04:41

    I think the instructions on the Get Agent-Ready module is out of date. I couldn't find myContact anywhere. However, the Record Snapshot is in there if you know where to look.  

     

    After clicking

    + Insert Resource in Prompt Builder, click on Contact. You should then see Record Snapshot

    at the top of the list. Selecting it will insert a Record Snapshot: myContact resource.  

     

    TIP: For a quick shortcut, type in @Record -- the filtered results should display Record Snapshot.

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